Loan Officer Assistant

Now Hiring:
Loan Officer Assistant (LOA)

Location:
Hybrid - Long Beach, CA
Position Type:
Full-Time

At Mutual of Omaha Mortgage, we believe great Loan Originators are supported by great teams. We are looking for a motivated, organized, and customer-focused Loan Officer Assistant (LOA) who thrives in a fast-paced environment and takes pride in helping others succeed.

This is an exciting opportunity to join a nationally recognized mortgage organization, support a growing team of mortgage professionals, and play an important role in helping customers navigate one of life's most significant financial decisions.

As a Loan Officer Assistant, you will serve as a key partner to our Loan Originators, helping manage the day-to-day activities that drive production, improve efficiency, and create an exceptional borrower experience.

The ideal candidate is proactive, detail-oriented, technologically proficient, and passionate about delivering results.

You won't simply manage tasks—you'll help create momentum, solve problems, and contribute directly to the success of our sales organization.

Loan Origination & Pipeline Support

• Partner with Loan Originators to support daily sales activities and pipeline management.
• Assist with collecting and organizing borrower documentation.
• Help prepare complete and accurate loan submissions.
• Monitor loan milestones, outstanding conditions, and critical deadlines.
• Coordinate with processing, operations, and other internal departments to facilitate timely loan progression.
• Proactively identify potential delays and communicate solutions.

Customer Experience & Communication

• Deliver responsive, professional communication to borrowers and referral partners.
• Assist with scheduling appointments and coordinating follow-up activities.
• Keep borrowers informed throughout the mortgage process.
• Help resolve questions and elevate issues when appropriate.
• Provide a consistently positive customer experience.

Sales & Business Development Support

• Maintain accurate borrower and prospect information within Salesforce or other CRM platforms.
• Assist Loan Originators with lead management and follow-up.
• Support referral partner engagement and relationship management.
• Coordinate marketing activities, events, and outreach initiatives.
• Help Loan Originators maximize productivity by managing administrative and operational responsibilities.

Compliance & Quality

• Maintain accurate documentation and organized loan files.
• Follow company policies, privacy standards, and applicable mortgage regulations.
• Protect confidential borrower information.
• Perform only those mortgage origination activities permitted under applicable licensing requirements.

• Proactive: Anticipates needs and takes initiative without waiting for direction.
• Accountable: Takes ownership of responsibilities and follows through on commitments.
• Organized: Effectively manages competing priorities and deadlines.
• Customer-Focused: Builds trust through responsiveness, professionalism, and empathy.
• Tech-Savvy: Comfortable working with CRM systems, loan origination software, Microsoft Office, and digital communication tools.
• Solutions-Oriented: Approaches challenges with a problem-solving mindset.
• Team-Oriented: Collaborates effectively with sales, operations, and leadership.

• 2-5 years experience as a Loan Officer Assistant, Loan Processor, Mortgage Sales Assistant, or similar position.
• Knowledge of residential mortgage products and loan origination processes.
• Experience with Salesforce and mortgage loan origination systems.
• Strong written and verbal communication skills.
• Excellent attention to detail and time management.
• Familiarity with reverse mortgage products is a plus.
• NMLS licensing or registration, if required for assigned duties.

A Trusted Brand: Be part of an organization associated with a nationally recognized name that has served American families since 1909.

Meaningful Work: Help mortgage professionals deliver financing solutions that make a difference in customers' lives.

Professional Growth: Gain valuable mortgage industry experience and develop skills that can lead to expanded opportunities.

Collaborative Culture: Work alongside experienced Loan Originators, operations professionals, and leaders committed to teamwork and success.

Opportunity to Make an Impact: Your contributions will directly influence Loan Originator…